Episodes (Page 24)
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Michael Kitces provides comprehensive history and perspective on financial advice, planning, and technology evolution
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Alex Danco explores scarcity, abundance, and asset bubbles through business model evolution and market shifts
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Keith Wasserman of Gelt covers direct real estate investing including property types, valuations, and risk-reward tradeoffs
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Alex Mittal details lessons from investing in nearly 300 early-stage companies over seven years through Funders Club
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Eugene Wei, with experience at Amazon, Hulu, Flipboard, and Oculus, discusses technology, media, and culture intersections
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Michael Duda examines brand's role in business and investing through experience with Birchbox, Casper, Harry's, and major corporations
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Abby Johnson, Fidelity CEO, discusses how large financial firms navigate industry change including blockchain and machine learning
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Keith Rabois, investment partner at Khosla, presents frameworks for gaining strategic power through contrarian business strategy
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Bryan Krug oversees $3B+ in high-yield credit investments and explains credit analysis fundamentals to equity investors
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Maureen Chiquet, former Chanel CEO, discusses leadership through difficult conversations and navigating large organizations
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Hunter Walk, Homebrew co-founder, discusses intersection of creative expression, technology, and human behavior in venture investing
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Alex Moazed explores platform business models (Uber, Airbnb, GitHub) and how they create modern monopolies in the 21st century economy
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Cliff Asness, founding principal of AQR Capital Management ($226B under management), discusses the evolution of quantitative investing over 20+ years
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Peter Attia explores longevity and healthspan (quality of life), drawing parallels between health optimization and investment compounding principles
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Ryan Caldbeck brings quantitative rigor to private markets through Circle Up's Helio system for identifying attractive early-stage consumer brand investments
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Howard Lindzon, a trend-following early-stage investor, discusses his unconventional investing history and perspective on the fintech landscape
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Guests discuss esoteric credit and high-yield lending strategies.
Ail Hamed
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Saifedean Ammous explores sound money, economics, and low time preference through historical analysis before discussing Bitcoin's store-of-value use case
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Jeremiah Lowin transitions from hedge fund risk management expertise in statistics and machine learning to founding Prefect, a data infrastructure framework
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Podcast milestone episode marking two-year anniversary reflecting on show evolution and guest selection patterns